|
301
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$3.7M
|
+$19.3K
|
+100
|
+0.5%
|
|
|
302
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.67M
|
+$552K
|
+2,854
|
+18%
|
|
|
303
|
Baring Financial
Bellingham,
Washington
|
$3.66M
|
-$86.7K
|
-448
|
-2%
|
|
|
304
|
Modern Wealth Management
Lenexa,
Kansas
|
$3.63M
|
+$2.96M
|
+15,295
|
+497%
|
|
|
305
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.6M
|
-$3.22M
|
-16,640
|
-48%
|
|
|
306
|
Univest Financial
Souderton,
Pennsylvania
|
$3.56M
|
+$318K
|
+1,645
|
+10%
|
|
|
307
|
Insigneo Advisory Services
Miami,
Florida
|
$3.56M
|
–
|
–
|
–
|
|
|
308
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$3.54M
|
+$210K
|
+1,086
|
+6%
|
|
|
309
|
American Financial & Tax Strategies
New York
|
$3.49M
|
–
|
–
|
–
|
|
|
310
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.49M
|
+$330K
|
+1,705
|
+11%
|
|
|
311
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$3.48M
|
+$301K
|
+1,554
|
+10%
|
|
|
312
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$3.48M
|
+$3.41M
|
+17,605
|
New
|
|
|
313
|
Monetary Solutions
Dayton,
Ohio
|
$3.47M
|
+$13.3K
|
+69
|
+0.4%
|
|
|
314
|
Stokes Family Office
New Orleans,
Louisiana
|
$3.42M
|
-$940K
|
-4,860
|
-22%
|
|
|
315
|
RM Financial Services
Falmouth,
Maine
|
$3.41M
|
+$3.34M
|
+17,282
|
New
|
|
|
316
|
AIMZ Investment Advisors
Los Altos,
California
|
$3.38M
|
-$141K
|
-730
|
-4%
|
|
|
317
|
Founders Financial Securities
Towson,
Maryland
|
$3.36M
|
-$15.3K
|
-79
|
-0.5%
|
|
|
318
|
Park National Corp
Newark,
Ohio
|
$3.35M
|
-$1.2M
|
-6,187
|
-27%
|
|
|
319
|
NovaPoint Capital
Atlanta,
Georgia
|
$3.35M
|
-$1.27M
|
-6,554
|
-28%
|
|
|
320
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.34M
|
+$3.27M
|
+16,911
|
New
|
|
|
321
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$3.33M
|
-$47.6K
|
-246
|
-1%
|
|
|
322
|
Cascade Financial Partners
San Diego,
California
|
$3.31M
|
-$78.9K
|
-408
|
-2%
|
|
|
323
|
Argent Trust Co
Nashville,
Tennessee
|
$3.29M
|
+$1.2M
|
+6,200
|
+59%
|
|
|
324
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.29M
|
-$25.2K
|
-130
|
-0.8%
|
|
|
325
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$3.26M
|
+$120K
|
+618
|
+4%
|
|
